This is where professional service firms tend to slip—the day-to-day back and forth with clients—especially when a firm is under time pressure. Granted, we all make mistakes and I’ll talk about owning ...
Communication is central to an insurance agency. It’s a vital part of interacting with clients and underwriters, boosting productivity and improving company processes. Communication serves a greater ...
The attorney-client privilege may protect a communication from disclosure if five fundamental elements exist: (1) an attorney; (2) a client; (3) a communication; (4) a confidentiality that was ...
The legal industry prides itself on upholding tradition and respecting precedents, but this adherence to the past can come at a cost. While lawyer jokes have become something of a cliché, these ...
Many businesses have a communication problem—whether by not having enough channels to engage customers or by using too many channels to maintain effective communication across all of them. In either ...
CHICAGO--(BUSINESS WIRE)--YCharts, a leading cloud-based investment research and client communications platform, released the results of its 2024 Client Communications Survey. With responses from ...
• Advisors’ clients are generally on board with advisors’ communication methods. • Millennials have some distinct preferences involving video, podcasts and other, newer forms of tech-enabled ...
In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...
As anyone faced with discovery requests knows, one of the most important parts of producing documents is determining what documents are subject to attorney-client privilege or work product doctrine ...
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